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Leo Wealth LLC’s Vanguard Total World Bond ETF BNDW Stock Holding History

Leo Wealth LLC’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
+3,000
New +$207K 0.01% 433

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Leo Wealth LLC's BNDW Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Vanguard Total World Bond ETF (BNDW) in Q1 2026: 3,000 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings.

115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Leo Wealth LLC held 3,000 shares of Vanguard Total World Bond ETF worth $205K as of Q1 2026.
  • Vanguard Total World Bond ETF was a new Leo Wealth LLC position in Q1 2026.
  • Vanguard Total World Bond ETF made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #433 holding.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.